Prepare employee change requests from Salesforce opportunity updates
When a customer win changes who is needed on a team, give HR a clear change request to review.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Employee Change Request
Tool to create a change request for an employee field. Use when you need to update employee information such as job title, department, or salary.
Why this helps
A major opportunity can affect staffing plans, but role changes may not make it from sales context into HR review.
- Connect a business change to an HR review step.
- Create a request only when the opportunity spells out an employee change.
- Keep uncertain staffing implications visible for human review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Breathe HR once in the Notis portal.
- 2Create a new automation in Automations, then add its name and prompt.
- 3In one instruction, ask Notis to inspect updated opportunities for an explicitly stated employee job, department, or compensation change and create a Breathe HR change request only when the employee and change are clear.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real opportunity update and review the change request.
Questions about this workflow
Does a won opportunity always imply a change to an employee record?
No. The prompt should require an explicit employee change in the opportunity details before creating a request.
What if the opportunity describes a staffing need but no employee?
Have Notis flag it in the run report for a person to resolve. The change request action applies to an employee field.
Which event starts this workflow?
Salesforce New or Updated Opportunity, event 16814.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Breathe HR. A trigger fires from one place; an action lands in another.
Salesforce triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Tool to create a new employee in BreatheHR. Use when you need to add a new employee record with their personal information, contact details, and employment information. Required fields are first_name, last_name, email, and company_join_date.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Employee Change Request
Tool to create a change request for an employee field. Use when you need to update employee information such as job title, department, or salary.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Employee Expense
Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Employee Expense Claim
Tool to create a new expense claim for an employee. Use when you need to submit expenses for reimbursement by grouping one or more unclaimed expense records into a claim.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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Tool to create a sickness record for an employee in BreatheHR. Use when you need to log an employee's sick leave with details like type, dates, and status.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete Employee Training Course
Tool to delete an employee training course record by its ID. Use when you need to remove a training record from an employee's profile.
Connect any two apps with Notis in the middle.
Salesforce and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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